Intelligent agents for your business
Meet Cloudvisor Wealth’s WealthAgents— specialized agents that automate key functions across wealth management or work together as an orchestrated team
From individual agents to full execution
Cloudvisor Wealth is driven by specialized WealthAgents — intelligent agents that automate key functions across wealth management. Each agent focuses on a specific domain, such as portfolio management, trading operations, or client servicing. Firms can deploy individual agents to enhance their existing technology stack, or bring them together within Cloudvisor Wealth where they work in coordination to automate the full client lifecycle.
What sets Cloudvisor Wealth apart
Household-level management
Manage portfolios at the household level, aligning accounts, goals, compliance, and tax considerations. WealthAgents bridge the gap between household goals and the underlying accounts in an optimal, tax-efficient manner.
Tax optimized portfolio management
Go beyond basic tax-loss harvesting by embedding tax intelligence into every aspect of portfolio management. By coordinating asset location with tax-aware investing across accumulation, transitions, and decumulation, Cloudvisor helps maximize after-tax outcomes at the household level while staying aligned with each client’s goals, constraints, and tax budgets.
Agentic Automation
Move from manual workflows to intelligent execution with an orchestrated team of specialized agents. Each agent continuously monitors portfolios, applies policy-driven rules, and takes action—from rebalancing and tax optimization to transitions and communications.
Integrated alternative investments
TradeAgent offers advanced support for alternative assets, multiple currencies, and separate managers.
Capabilities powered by digital agents
Cloudvisor Wealth is powered by specialized agents that automate key functions across your firm.
Deploy one agent or coordinate them all through a unified experience.
- Support the full client lifecycle, from prospecting to onboarding and ongoing service. CareAgent uses a unified household, automated communications, and seamless customer service to help you stay connected, compliant, and client-focused.
Cloudvisor Wealth's architecture
Modern wealth management, powered by orchestration, coordinated through policy-driven controls, and underpinned by clean data seamlessly integrated across your existing systems.
- A unified orchestration layer coordinates workflows across agents and third-party systems, enabling seamless end-to-end process execution. Integrated exception management and tracking ensure transparency, resiliency, and operational control at every step.
Flexible integration across your technology stack
- Cloudvisor Wealth integrates with major custodians, enabling firms to manage accounts and execute workflows without requiring changes to existing custody relationships.
Are you ready to start?
Let’s show your clients a smarter, more personalized way to grow and protect their wealth—and give your team the tools to deliver it effortlessly.
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Connect with us
Mississauga, Ontario
Wayne, Pennsylvania
contactus@cloudvisorwealth.com